Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds Conservative Growth and Income Portfolio Mutual Fund in their Schedule of Assets, totaling $468K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | RICHMOND FORD, LLC RICHMOND FORD, LLC SALARY DEFERRAL 401(K) PROFIT SHARING PLAN | RICHMOND VA | 203 | $9.9M | $372K |
| 2 | BLAUCH BROTHERS, INC. BLAUCH BROTHERS, INC. 401(K) PROFIT SHARING PLAN | HARRISONBURG VA | 137 | $11.5M | $82K |
| 3 | NIEWOHNER BROTHERS INC. NIEWOHNER BROTHERS INC. 401(K) PLAN |
ALBION NE |
| 408 |
| $12.6M |
| $12K |
| 4 | CONVO COMMUNICATIONS LLC CONVO COMMUNICATIONS LLC 401(K) PROFIT SHARING PLAN AND TRUST | AUSTIN TX | 357 | $5.9M | $2K |
